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Intuit shares owned by Private Advisory

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Private Advisory from 13F filings

Historical chart of Private Advisory investment in Intuit

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All positions including Intuit held by Private Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Private Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 26k 432.38
2021-12-31 $325k 506 642.29